Blog – Page 2 – Estate Planning and Special Needs Planning by Attorney Pooja Arora

Own a Vacation Home in Another State? Beware Ancillary Probate.

Out-of-state real estate triggers a second probate in that state. A revocable trust or LLC avoids probate everywhere at once.

A durable power of attorney prevents a costly court conservatorship if you’re incapacitated — but only if you sign it while you’re healthy.

A DIY online estate plan can fail four ways: an invalid will, a stale beneficiary, adding a child to the deed, and locked digital accounts.

Skipping a generation triggers the GST tax — a separate 40% layer. A GST-exempt dynasty trust shelters wealth across generations.

Massachusetts taxes estates over $2M — far below the $15M federal exemption — with no spousal portability. A credit shelter trust is the fix.

With no will, intestacy law picks your heirs — and ignores partners and other loved ones. Here’s how single adults take back control.

Young families often have four estate-planning gaps at once: no guardian, too little life insurance, money at 18, and no incapacity docs.

A large estate relying on “leave it to each other” can leave millions exposed to the 40% estate tax. Lifetime gifting, GRATs, and an ILIT reduce it.

No guardian named? A court decides who raises your kids. Here’s how a will, a trust, and life insurance put that choice back in your hands.

No guardian named? A court decides who raises your kids. Here’s how a will, a trust, and life insurance put that choice back in your hands.